See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,173 | $127,386-81.8% | $115,037-79.9% | $125,391-81.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -9.01% | 31.28%-40.3pp | 26.14%-35.2pp | 282.22%-291.2pp |
| Employer contribution / active EE | $1,171 | $5,166-77.3% | $4,608-74.6% | $4,866-75.9% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $126 | $9,516-98.7% | $8,175-98.5% | $9,540-98.7% |